Why delegation matters
Top producers rarely have empty calendars. Delegating showings lets you stay responsive without sacrificing client experience or your brand voice. The key is process: clear briefs, consistent updates, and a tight loop for feedback.
Before the handoff: set the brief
- Context first: What matters to the buyer? Schools, commute, light, finishes? Include the “why” behind the tour.
- Non-negotiables: Access notes, alarm codes, parking, pets, and any seller quirks that could surprise someone.
- Comms style: Note whether your client prefers text, call, or email, and when you expect updates.
- Brand guardrails: Share how you frame offers, negotiation posture, and how to answer price/terms questions.
During the showing: keep a live loop
Your showing agent is your stand-in. Make it easy for them to keep you in the loop without overloading them.
- Arrival ping: A quick “on-site” message confirms access and timing.
- Mid-tour note: If a big objection or excitement pops up, get a one-line text so you can prep your next move.
- Photos/short video: A few context shots of key rooms or issues help you speak confidently afterward.
After the showing: deliver the recap fast
The fastest follow-up wins. Ask for a simple format so recaps are consistent:
- 1) Vibe: How did the client feel overall?
- 2) Objections: Top 1–2 blockers, with any quotes.
- 3) Next step: Second showing, offer prep, or cross it off.
Send your client a concise summary within 15–30 minutes. Include: appreciation for their time, 2–3 highlights, the main concern, and one suggested next action.
Protect your brand while you scale
Even when you delegate, clients should feel your fingerprints on the experience. Standardize a few elements:
- Intro script: “I’m on another appointment; you’re with {Name}, our trusted showing partner. I’ll follow up right after.”
- Feedback cadence: Decide when you’ll update—immediately after, end of day, and end of week.
- Permissioning: What can your showing agent discuss? Price guidance, offer terms, and comps should have clear boundaries.
Checklist you can copy/paste
- Confirm access, parking, and alarm details.
- Share client priorities and non-negotiables.
- Define comms: arrival ping, mid-tour note, post-tour recap.
- Set boundaries on price/terms conversations.
- Send recap template and timing expectation.
- Follow up with client within 30 minutes.
Let Showfer handle the matching
Tap into vetted local agents, send the handoff brief once, and keep every showing on-brand.